USE CASE · QUOTE GENERATION
Quotes in minutes, not an afternoon of lookups
Ask for a quote from a service report or a customer email. Fulcrum finds the customer's equipment, resolves the right material numbers and drafts it, ready to check and send.
THE PROBLEM
Where the time goes
A parts quote means finding which machine the customer has, which parts fit it, what they paid last time, and re-keying all of it into a document.
Every one of those steps is a lookup in a different system, and getting it right takes a sales engineer who knows the equipment. It adds up to hours per quote that they could spend with customers instead.
WHAT FULCRUM PICKS UP
- SERVICE REPORTParts recommended by the technician, turned into quote lines.
- EQUIPMENTThe exact machines the customer has, resolved against the system of record.
- MATERIALPart and material numbers that fit that equipment.
- STALE QUOTESent quotes with no response, raised for follow-up.
HOW IT WORKS
From data to done
- 01
Ask in plain language
Start from a service report, a customer request or an opportunity Fulcrum raised.
- 02
Look up across systems
Fulcrum finds the customer's equipment and the parts that fit it, across CRM, ERP and service data.
- 03
Review the draft
Lines, quantities and prices come back as a draft quote with its sources shown, for the rep to check.
- 04
Send and follow up
Turn it into a PDF and send it. If it goes quiet, it comes back as a stale quote to chase.
Book a demo
A short walkthrough of how Fulcrum maps to your commercial operations. If it's a fit, we follow with a focused pilot on your real data.
- Your CRM, ERP, and service data brought together and modeled around your equipment
- Sales, Quote, Case, and Follow-up workspaces tuned to how your team sells
- Underbuying customers, wear parts due and service parts follow-ups surfaced on your real accounts
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